Rocket Companies, Inc.
RKT- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001805284
In the last 90 days, Rocket Companies, Inc. insiders filed 0 open-market purchases and 1 sale; 797 institutions reported holding it in 13F filings for Q2 2026, worth $15.1B in total; superinvestors ValueAct Capital and Duquesne Family Office hold it.
13F holders, Q1 2024
Institutional positions in Rocket Companies, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 238
- +3 vs. Q4 2023
- Shares held
- 94.7M
- +4.07M (+4.5%) vs. Q4 2023
- Total value
- $1.38B
- +$65.2M (+5.0%) vs. Q4 2023
- New holders
- 43
- 76 more added
- Sold out
- 40
- 67 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RKT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 797 | $15.1B |
| Q1 2026 | 819 | $11.8B |
| Q4 2025 | 789 | $15.9B |
| Q3 2025 | 509 | $6.56B |
| Q2 2025 | 375 | $2.99B |
| Q1 2025 | 309 | $1.66B |
| Q4 2024 | 269 | $1.23B |
| Q3 2024 | 270 | $1.95B |
| Q2 2024 | 255 | $1.32B |
| Q1 2024 | 238 | $1.38B |
| Q4 2023 | 237 | $1.31B |
| Q3 2023 | 229 | $669.2M |
| Q2 2023 | 213 | $723.9M |
| Q1 2023 | 242 | $781.3M |
| Q4 2022 | 238 | $618.8M |
| Q3 2022 | 219 | $499.0M |
| Q2 2022 | 237 | $604.6M |
| Q1 2022 | 240 | $897.1M |
| Q4 2021 | 257 | $1.03B |
| Q3 2021 | 239 | $1.18B |
| Q2 2021 | 234 | $1.43B |
| Q1 2021 | 261 | $1.69B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Rocket Companies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 12,294,716 | $178.9M | 0.01% | +302,309+2.5% | Added |
| Vanguard Group Inc | 11,465,099 | $166.8M | 0.00% | −237,739−2.0% | Reduced |
| Boston Partners | 9,382,173 | $136.5M | 0.16% | +381,841+4.2% | Added |
| JPMorgan Chase & Co | 8,400,761 | $122.2M | 0.01% | +1,380,592+19.7% | Added |
| BlackRock Inc. | 5,123,157 | $74.5M | 0.00% | +99,502+2.0% | Added |
| Technology Crossover Management X, Ltd. | 4,450,000 | $64.7M | 6.79% | 00.0% | Unchanged |
| Caledonia (Private) Investments Pty Ltd | 4,384,150 | $63.8M | 1.63% | 00.0% | Unchanged |
| Capital World Investors | 3,642,099 | $53.0M | 0.01% | 00.0% | Unchanged |
| Davis Selected Advisers | 3,234,359 | $47.1M | 0.26% | −48,204−1.5% | Reduced |
| State Street Corp | 2,728,088 | $39.7M | 0.00% | +25,161+0.9% | Added |
| Renaissance Technologies LLC | 1,958,300 | $28.5M | 0.04% | +89,900+4.8% | Added |
| Geode Capital Management, LLC | 1,858,867 | $27.1M | 0.00% | +76,980+4.3% | Added |
| Bruni J V & Co | 1,642,947 | $23.9M | 2.84% | −22,788−1.4% | Reduced |
| Voloridge Investment Management, LLC | 1,609,185 | $23.4M | 0.09% | +135,556+9.2% | Added |
| First Trust Advisors LP | 1,368,055 | $19.9M | 0.02% | +848,841+163.5% | Added |
| Morgan Stanley | 1,291,996 | $18.8M | 0.00% | −990,250−43.4% | Reduced |
| Hillman Co | 1,259,179 | $18.3M | 8.55% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 1,152,789 | $16.8M | 0.01% | +1,084,785+1,595.2% | Added |
| D. E. Shaw & Co., Inc. | 904,926 | $13.2M | 0.02% | +459,507+103.2% | Added |
| J. Goldman & Co LP | 878,478 | $12.8M | 0.58% | +867,179+7,674.8% | Added |
| Charles Schwab Investment Management Inc | 848,725 | $12.3M | 0.00% | +131,751+18.4% | Added |
| LPL Financial LLC | 640,426 | $9.32M | 0.01% | +272,331+74.0% | Added |
| Legal & General Group Plc | 602,152 | $8.76M | 0.00% | +37,693+6.7% | Added |
| Bank of America Corp | 589,301 | $8.57M | 0.00% | +123,437+26.5% | Added |
| Invesco Ltd. | 557,996 | $8.12M | 0.00% | +332,050+147.0% | Added |
| Balyasny Asset Management LLC | 557,808 | $8.12M | 0.02% | +557,808 | New |
| Northern Trust Corp | 541,354 | $7.88M | 0.00% | −86,444−13.8% | Reduced |
| Nuveen Asset Management, LLC | 480,085 | $6.99M | 0.00% | −13,673−2.8% | Reduced |
| Alight Capital Management LP | 400,000 | $5.82M | 1.85% | −25,000−5.9% | Reduced |
| UBS Group AG | 398,565 | $5.80M | 0.00% | +270,282+210.7% | Added |
| Citadel Advisors LLC | 352,696 | $5.13M | 0.00% | −3,565−1.0% | Reduced |
| Capital Fund Management S.A. | 304,647 | $4.43M | 0.05% | −197,463−39.3% | Reduced |
| Bank of New York Mellon Corp | 299,201 | $4.35M | 0.00% | −50,841−14.5% | Reduced |
| Greylin Investment Mangement Inc | 244,305 | $3.55M | 0.57% | −5,573−2.2% | Reduced |
| Dimensional Fund Advisors LP | 242,212 | $3.52M | 0.00% | +9,004+3.9% | Added |
| Allianz Asset Management GmbH | 241,300 | $3.51M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 239,304 | $3.48M | 0.00% | −211,240−46.9% | Reduced |
| Swiss National Bank | 237,000 | $3.45M | 0.00% | +9,300+4.1% | Added |
| QRG Capital Management, Inc. | 231,460 | $3.37M | 0.04% | −285,340−55.2% | Reduced |
| Mercer Global Advisors Inc | 226,213 | $3.29M | 0.01% | −247,499−52.2% | Reduced |
| Gotham Asset Management, LLC | 220,371 | $3.21M | 0.05% | −30.0% | Reduced |
| Raymond James & Associates | 193,937 | $2.82M | 0.00% | +21,629+12.6% | Added |
| Jump Financial, LLC | 187,338 | $2.73M | 0.07% | +187,338 | New |
| Jacobs Levy Equity Management, Inc | 185,406 | $2.70M | 0.01% | +185,406 | New |
| Wells Fargo & Company | 180,611 | $2.63M | 0.00% | +25,988+16.8% | Added |
| Kingfisher Capital LLC | 180,477 | $2.63M | 0.63% | +1,859+1.0% | Added |
| UBS Asset Management Americas Inc | 157,496 | $2.29M | 0.00% | +40,919+35.1% | Added |
| Quantinno Capital Management LP | 152,988 | $2.23M | 0.05% | +23,556+18.2% | Added |
| Exchange Traded Concepts, LLC | 150,052 | $2.18M | 0.06% | +150,052 | New |
| Millennium Management LLC | 148,984 | $2.17M | 0.00% | −372,505−71.4% | Reduced |
| Patient Capital Management, LLC | 142,791 | $2.08M | 0.10% | −213,886−60.0% | Reduced |
| Two Sigma Investments, LP | 137,645 | $2.00M | 0.00% | −31,100−18.4% | Reduced |
| Azora Capital LP | 134,215 | $1.95M | 0.14% | +134,215 | New |
| GTS Securities LLC | 127,865 | $1.86M | 0.05% | +127,865 | New |
| Squarepoint Ops LLC | 127,436 | $1.85M | 0.01% | −203,117−61.4% | Reduced |
| Walleye Capital LLC | 125,914 | $1.83M | 0.02% | +125,914 | New |
| Holocene Advisors, LP | 124,040 | $1.80M | 0.01% | −23,781−16.1% | Reduced |
| Rhumbline Advisers | 121,430 | $1.77M | 0.00% | −11,189−8.4% | Reduced |
| California State Teachers Retirement System | 120,458 | $1.75M | 0.00% | −1,936−1.6% | Reduced |
| Quantbot Technologies LP | 119,305 | $1.74M | 0.10% | +77,833+187.7% | Added |
| Brooktree Capital Management | 117,747 | $1.71M | 1.32% | −4,727−3.9% | Reduced |
| Jane Street Group, LLC | 117,484 | $1.71M | 0.00% | −115,046−49.5% | Reduced |
| Group One Trading, L.P. | 115,077 | $1.67M | 0.06% | +115,077 | New |
| USS Investment Management Ltd | 112,592 | $1.64M | 0.01% | +24,908+28.4% | Added |
| PDT Partners, LLC | 110,747 | $1.61M | 0.15% | +110,747 | New |
| Ieq Capital, LLC | 100,320 | $1.46M | 0.02% | +253+0.3% | Added |
| Susquehanna International Group, LLP | 99,257 | $1.44M | 0.00% | +37,839+61.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 97,592 | $1.42M | 0.01% | −90,408−48.1% | Reduced |
| Canada Pension Plan Investment Board | 87,600 | $1.27M | 0.00% | +87,600 | New |
| Simplex Trading, LLC | 85,610 | $1.25M | 0.04% | +53,410+165.9% | Added |
| Quinn Opportunity Partners LLC | 80,106 | $1.17M | 0.13% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 80,000 | $1.16M | 0.33% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 80,250 | $1.16M | 0.06% | −58,806−42.3% | Reduced |
| HCR Wealth Advisors | 78,732 | $1.15M | 0.17% | +2,437+3.2% | Added |
| Keebeck Wealth Management, LLC | 77,300 | $1.12M | 0.17% | −5,800−7.0% | Reduced |
| Missouri Trust & Investment Co | 75,575 | $1.10M | 0.42% | −7,975−9.5% | Reduced |
| Wealthspire Advisors, LLC | 75,161 | $1.09M | 0.01% | −116,239−60.7% | Reduced |
| STRS Ohio | 74,259 | $1.08M | 0.00% | +8,031+12.1% | Added |
| Global Retirement Partners, LLC | 71,480 | $1.04M | 0.04% | +650+0.9% | Added |
| Wealthfront Advisers LLC | 64,105 | $932.7K | 0.00% | +64,105 | New |
| State Board of Administration of Florida Retirement System | 101,907 | $923.3K | 0.00% | −13,973−12.1% | Reduced |
| New York State Common Retirement Fund | 63,300 | $921.0K | 0.00% | −24,000−27.5% | Reduced |
| Two Sigma Securities, LLC | 62,004 | $902.2K | 0.04% | +62,004 | New |
| Nisa Investment Advisors, LLC | 61,200 | $890.5K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 60,871 | $885.7K | 0.01% | +36,079+145.5% | Added |
| Price T Rowe Associates Inc | 57,389 | $836.0K | 0.00% | +3,858+7.2% | Added |
| Commonwealth Equity Services, LLC | 57,248 | $833.0K | 0.00% | −28,689−33.4% | Reduced |
| Integrated Investment Consultants, LLC | 55,753 | $811.2K | 0.22% | +100+0.2% | Added |
| Huntington National Bank | 55,226 | $803.5K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 55,233 | $803.4K | 0.00% | +29+0.1% | Added |
| Cresset Asset Management, LLC | 53,291 | $775.4K | 0.00% | +6,867+14.8% | Added |
| Treasurer of the State of North Carolina | 52,640 | $766.0K | 0.00% | +360+0.7% | Added |
| SEI Investments Co | 52,214 | $759.7K | 0.00% | −10,474−16.7% | Reduced |
| Aquatic Capital Management LLC | 51,300 | $746.4K | 0.02% | +51,300 | New |
| Barclays PLC | 48,680 | $708.3K | 0.00% | −10,288−17.4% | Reduced |
| AQR Capital Management LLC | 48,627 | $707.5K | 0.00% | +31,390+182.1% | Added |
| Goldman Sachs Group Inc | 47,691 | $693.9K | 0.00% | +15,896+50.0% | Added |
| Mariner, LLC | 47,257 | $687.6K | 0.00% | +14,667+45.0% | Added |
| Wealth Management Associates, Inc. | 49,610 | $679.7K | 0.32% | +2,510+5.3% | Added |
| Public Employees Retirement System of Ohio | 45,517 | $662.3K | 0.00% | −3,844−7.8% | Reduced |